WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in WEX Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 431
- +6 vs. Q3 2024
- Shares held
- 40.3M
- −2.14M (−5.1%) vs. Q3 2024
- Total value
- $7.06B
- −$1.73B (−19.7%) vs. Q3 2024
- New holders
- 64
- 121 more added
- Sold out
- 58
- 173 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 1,333 | $233.7K | 0.00% | −940−41.4% | Reduced |
| Net Worth Advisory Group | 1,330 | $233.1K | 0.07% | −18−1.3% | Reduced |
| Diversified Trust Co | 1,294 | $226.9K | 0.01% | −1,505−53.8% | Reduced |
| CIBC Asset Management Inc | 1,283 | $224.9K | 0.00% | +65+5.3% | Added |
| Hancock Whitney Corp | 1,275 | $223.5K | 0.01% | −1,204−48.6% | Reduced |
| Burney Co | 1,264 | $221.6K | 0.01% | −15,263−92.4% | Reduced |
| Occudo Quantitative Strategies LP | 1,259 | $220.7K | 0.04% | +1,259 | New |
| Level Wealth Management LLC | 1,250 | $219.2K | 0.15% | +1,250 | New |
| Rehmann Capital Advisory Group | 1,235 | $216.5K | 0.01% | +39+3.3% | Added |
| Two Sigma Investments, LP | 1,227 | $215.1K | 0.00% | −15,193−92.5% | Reduced |
| Wendell David Associates Inc | 1,189 | $208.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,171 | $205.3K | 0.00% | −66−5.3% | Reduced |
| Wetherby Asset Management Inc | 1,168 | $204.8K | 0.01% | +174+17.5% | Added |
| Cresset Asset Management, LLC | 1,167 | $204.6K | 0.00% | −6,208−84.2% | Reduced |
| Claret Asset Management Corp | 1,145 | $201.0K | 0.03% | +8+0.7% | Added |
| Merit Financial Group, LLC | 1,143 | $200.4K | 0.00% | +1,143 | New |
| Proequities, Inc. | 1,025 | $187.4K | 0.01% | −96−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 992 | $173.9K | 0.00% | −629−38.8% | Reduced |
| Hamilton Capital Partners Inc. | 774 | $135.7K | 0.01% | +24+3.2% | Added |
| Venturi Wealth Management, LLC | 735 | $128.9K | 0.01% | +585+390.0% | Added |
| Quest Partners LLC | 666 | $116.8K | 0.02% | +661+13,220.0% | Added |
| Northwestern Mutual Wealth Management Co | 542 | $95.0K | 0.00% | +194+55.7% | Added |
| Clean Yield Group | 500 | $87.7K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $87.7K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 491 | $86.1K | 0.00% | +356+263.7% | Added |
| Hilltop National Bank | 488 | $85.6K | 0.03% | −23−4.5% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $84.2K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 422 | $74.0K | 0.03% | +422 | New |
| Principal Securities, Inc. | 405 | $71.0K | 0.00% | −64−13.6% | Reduced |
| Bangor Savings Bank | 380 | $66.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 367 | $64.3K | 0.00% | +29+8.6% | Added |
| Allspring Global Investments Holdings, LLC | 348 | $61.0K | 0.00% | −40,522−99.1% | Reduced |
| Atlantic Trust, LLC | 337 | $59.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 325 | $57.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 327 | $55.8K | 0.01% | +66+25.3% | Added |
| North Star Investment Management Corp. | 300 | $52.6K | 0.00% | +300 | New |
| Skopos Labs, Inc. | 280 | $49.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 278 | $48.7K | 0.00% | +13+4.9% | Added |
| Quadrant Capital Group LLC | 272 | $47.7K | 0.00% | +114+72.2% | Added |
| Umb Bank N A | 261 | $45.8K | 0.00% | +221+552.5% | Added |
| Jones Financial Companies LLLP | 248 | $43.5K | 0.00% | +129+108.4% | Added |
| GAMMA Investing LLC | 247 | $43.3K | 0.00% | −54−17.9% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $37.5K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 214 | $37.5K | 0.00% | −16−7.0% | Reduced |
| State of Wyoming | 202 | $35.4K | 0.00% | +202 | New |
| Danske Bank A/S | 200 | $35.1K | 0.00% | −900−81.8% | Reduced |
| First Horizon Advisors, Inc. | 182 | $31.9K | 0.00% | −14−7.1% | Reduced |
| 1620 Investment Advisors, Inc. | 180 | $31.6K | 0.02% | −8−4.3% | Reduced |
| Core Alternative Capital | 171 | $30.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 169 | $29.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 150 | $26.3K | 0.02% | −130−46.4% | Reduced |
| Investment Management Corp | 144 | $25.2K | 0.02% | +144 | New |
| Quent Capital, LLC | 139 | $24.4K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 137 | $24.0K | 0.00% | −190−58.1% | Reduced |
| Ci Investments Inc. | 130 | $23.0K | 0.00% | +30+30.0% | Added |
| Global Retirement Partners, LLC | 130 | $22.8K | 0.00% | −76−36.9% | Reduced |
| Covestor Ltd | 126 | $22.0K | 0.01% | −151−54.5% | Reduced |
| EverSource Wealth Advisors, LLC | 125 | $21.9K | 0.00% | +110+733.3% | Added |
| LGT Financial Advisors LLC | 123 | $21.6K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 121 | $21.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 | $19.8K | 0.00% | −5−4.2% | Reduced |
| Central Trust Co | 110 | $19.3K | 0.00% | −42−27.6% | Reduced |
| IFP Advisors, Inc | 110 | $19.3K | 0.00% | +41+59.4% | Added |
| Farther Finance Advisors, LLC | 104 | $18.2K | 0.00% | −4−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $17.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $17.5K | 0.01% | +100 | New |
| Parallel Advisors, LLC | 98 | $17.2K | 0.00% | +16+19.5% | Added |
| Whittier Trust Co | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 85 | $14.9K | 0.00% | −82−49.1% | Reduced |
| Colonial Trust Co | 82 | $14.4K | 0.00% | +68+485.7% | Added |
| Compass Planning Associates Inc | 75 | $13.1K | 0.01% | +75 | New |
| J.Safra Asset Management Corp | 73 | $12.5K | 0.00% | +20+37.7% | Added |
| Spire Wealth Management | 71 | $12.4K | 0.00% | −121−63.0% | Reduced |
| Smithfield Trust Co | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 65 | $11.4K | 0.00% | −12−15.6% | Reduced |
| TCTC Holdings, LLC | 54 | $9.47K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 53 | $9.29K | 0.00% | +20+60.6% | Added |
| Parkside Financial Bank & Trust | 50 | $8.77K | 0.00% | +16+47.1% | Added |
| R Squared Ltd | 50 | $8.77K | 0.01% | +50 | New |
| Beacon Capital Management, LLC | 49 | $8.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $7.71K | 0.00% | +5+12.8% | Added |
| Allworth Financial LP | 42 | $7.68K | 0.00% | −4−8.7% | Reduced |
| Frazier Financial Advisors, LLC | 43 | $7.34K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 33 | $5.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $5.79K | 0.00% | +33 | New |
| Huntington National Bank | 32 | $5.51K | 0.00% | −51−61.4% | Reduced |
| Bell Investment Advisors, Inc | 30 | $5.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $5.08K | 0.00% | +1+3.6% | Added |
| SRS Capital Advisors, Inc. | 26 | $4.56K | 0.00% | −11−29.7% | Reduced |
| Washington Trust Co | 26 | $4.56K | 0.00% | +20+333.3% | Added |
| Asset Dedication, LLC | 25 | $4.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.03K | 0.00% | +23 | New |
| Coppell Advisory Solutions LLC | 22 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 24 | $3.70K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $3.51K | 0.00% | −281−93.4% | Reduced |
| Assetmark, Inc | 20 | $3.51K | 0.00% | −7−25.9% | Reduced |
| Fairscale Capital, LLC | 19 | $3.33K | 0.00% | 00.0% | Unchanged |